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植耀輝: 美股大幅反彈 港股繼續區間上落
阿思達克 06-16 11:03
耀才證券研究部總監植耀輝稱,隔晚(15日)美股繼續出現波動。受擔憂疫情出現第二波爆發的陰霾影響,美股大幅低開,惟其後美國聯儲局宣布,將購買個別公司債券,消息刺激美股反彈,三大指數亦由跌轉升,最終道指收報25,763點,上升157點或0.62%;標普500指數上升25點或0.83%,收報3,066點;納指則收報9,726點,上升137點或1.43%。

港股方面,昨日大跌542點,主要是因道期大幅急挫所致。當然,由於美股隔晚走勢有所改善,加上23,500點附近過去亦有不俗支持,故出現反彈機會頗高。問題是大市要突破24,500點阻力則仍有相當難度,始終市場現時不確定性因素增加,若疫情出現第二波爆發,則可能會為投資市場帶來新一輪沽壓。

另外,物管股繼續出現配股潮,筆者上週已指出物管股籌集資金以助發展,故只要是用於業務發展或併購身上,其實亦無不妥,特別是股價屢創新高之時。何況部分規模較少之物管公司,若要維持可觀增長以支持高估值,併購亦是無可避免。只是短時間內接連有公司出手,則無可避免會影響投資氣氛。不過始終大型物管財務狀況相對理想之餘,未來發展亦有一定保證。故不妨待本輪調整完成後,分段吸納中海物業(02669.HK)、雅生活(03319.HK)及碧桂園服務(06098.HK)。

(筆者為證監會持牌人,並未持有相關股份)~

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